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Advisor at THE RETIREMENT SOLUTION LLC
Mount Vernon, WA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| THE RETIREMENT SOLUTION LLC | Independent wealth | Jan 16, 2026 | n/a | yes | Mount Vernon, WA | Current employment |
| KESTRA ADVISORY SERVICES, LLC | Bd affiliated wealth | Oct 14, 2025 | Dec 18, 2025 | no | AUSTIN, TX|Anacortes, WA | Previous registration |
| SATURNA CAPITAL CORPORATION | Asset manager | Apr 4, 2022 | Oct 16, 2025 | no | BELLINGHAM, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | THE RETIREMENT SOLUTION LLC | Dec 18, 2025 | Jan 16, 2026 | 29 | Firm change | Ibd to RIA |
| SATURNA CAPITAL CORPORATION | KESTRA ADVISORY SERVICES, LLC | Oct 16, 2025 | Oct 14, 2025 | -2 | Firm change | Other |